Diodes Gestione
Criteri Gestione verificati 3/4
Diodes Il CEO è Gary Yu, nominato in Jan2024, e ha un mandato di 2.33 anni. la retribuzione annua totale è $ 4.33M, composta da 16.2% di stipendio e 83.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.24% delle azioni della società, per un valore di $ 11.18M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.2 anni e 2.7 anni.
Informazioni chiave
Gary Yu
Amministratore delegato
US$4.3m
Compenso totale
| Percentuale dello stipendio del CEO | 16.16% |
| Mandato del CEO | 2.3yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 4.2yrs |
| Durata media del Consiglio di amministrazione | 2.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • May 11
Earnings Beat: Diodes Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
A week ago, Diodes Incorporated ( NASDAQ:DIOD ) came out with a strong set of quarterly numbers that could potentially...
Aggiornamento della narrazione • May 01
DIOD: Higher Multiple And Margin Durability Risk Will Restrain Auto Earnings Upside
Analysts have raised their price target on Diodes by a combined $31. This reflects updated views on the company’s growth, margin profile and future P/E assumptions following recent research from multiple firms.Aggiornamento della narrazione • Apr 16
DIOD: Higher Multiple And Execution Risk Will Restrain Auto Earnings Upside
Analysts have lifted their fair value estimate for Diodes from $67.00 to $80.00, citing updated assumptions for revenue growth, profit margins, and future P/E multiples that are consistent with recent upgrades and higher price targets from the Street. Analyst Commentary Recent Street research on Diodes has centered on updated assumptions for revenue trends, profitability, and the P/E multiple that investors might be willing to pay.Seeking Alpha • Apr 14
Diodes Incorporated: Why The Rally Is Overdone
Summary DIOD has staged a turnaround in 2026 with the stock rallying higher after a slump in H2 2025, but it is arguably better not to take part in the rally. Most of the gains came after DIOD set impressive targets for the next three years, but there are a couple of issues here worth keeping in perspective. DIOD seems to be benefiting from problems at Nexperia, but recent developments suggest this tailwind could become a headwind in the future. The stock looks overvalued and risky after rallying by so much, which is why I am neutral on DIOD with a hold rating. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 01
DIOD: Future Earnings Power Will Be Supported By Automotive Expansion And Execution Risks
Analysts have raised their price targets on Diodes by $18 and $13 in recent reports, reflecting updated views on the stock that inform the latest valuation assumptions. Analyst Commentary Recent price target increases on Diodes signal that research desks are refreshing their views on the company, with updated assumptions feeding into revised valuation ranges.Aggiornamento della narrazione • Mar 18
DIOD: Higher Earnings Power Will Be Driven By Improved Risk Profile
Analysts have raised their price targets on Diodes by $18 and $13, citing updated views on the company’s risk profile, growth outlook, profitability, and forward P/E assumptions. Analyst Commentary Recent target changes on Diodes reflect updated views on risk, growth, and valuation, with bullish analysts revisiting their models around profitability and forward P/E assumptions.Aggiornamento della narrazione • Mar 04
DIOD: Auto And Power Products Will Support Balanced Outlook At Higher Earnings Multiple
Analysts have lifted their price target for Diodes from $54 to $67, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple as reflected in recent Street research from firms including Benchmark and Truist. Analyst Commentary Even with the higher price targets, research updates signal that expectations for Diodes are more balanced than the headline moves suggest.Aggiornamento della narrazione • Feb 18
DIOD: Higher Revenue And Margin Assumptions Will Support Stronger Earnings Power
Narrative Update on Diodes The analyst price target for Diodes has been updated from $58.67 to $75.67, with analysts pointing to higher assumed revenue growth, profit margins, a slightly higher discount rate, and a lower future P/E as key drivers of the change. Analyst Commentary Recent research updates have focused on how changes in assumptions around revenue growth, margins, discount rates, and future P/E levels affect Diodes' valuation framework.Articolo di analisi • Feb 17
We Think That There Are Issues Underlying Diodes' (NASDAQ:DIOD) Earnings
Unsurprisingly, Diodes Incorporated's ( NASDAQ:DIOD ) stock price was strong on the back of its healthy earnings...Aggiornamento della narrazione • Feb 04
DIOD: Auto And Power Products Will Support Steady Outlook On Fair Value
Analysts have kept their Diodes price target steady at US$54.00, reflecting updated views that are broadly consistent on discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Launched the automotive compliant PI2MEQX2505Q MIPI D PHY ReDriver, targeting higher pixel count camera monitoring and ADAS systems with data rates up to 2.5Gbps and multiple programmable signal integrity settings (Key Developments).Aggiornamento della narrazione • Jan 20
DIOD: Automotive Portfolio And Power Products Will Support Steady Fair Value Outlook
Analysts have maintained their fair value estimate for Diodes at US$54.00. They have made small adjustments to the discount rate, expected revenue growth, profit margin, and future P/E assumptions to reflect updated views on the company’s risk profile and earnings potential.Aggiornamento della narrazione • Jan 06
DIOD: Automotive Product Expansion And Higher P/E Will Support Balanced Outlook
Analysts have lifted their price target on Diodes from US$51 to US$54, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that together support a slightly higher valuation range. What's in the News Diodes expanded its automotive-compliant bipolar transistor portfolio with the DXTN/P 78Q and 80Q series, a set of twelve ultra low VCE(sat) NPN and PNP devices aimed at power switching, gate driving, DC-DC conversion, and motor and actuator control across 12 V, 24 V, and 48 V systems, priced from US$0.19 to US$0.22 in 6,000-piece quantities (Product-Related Announcements).Aggiornamento della narrazione • Dec 14
DIOD: Automotive Expansion And Higher Multiple Will Drive Balanced Risk Reward
Analysts have lifted their price target on Diodes from 43.00 dollars to 51.00 dollars, citing expectations for faster top line growth and a higher future earnings multiple. These factors more than offset slightly lower projected profit margins and a higher discount rate.Aggiornamento della narrazione • Aug 08
AI Demand And Automotive Electrification Will Expand Semiconductor Markets
Despite a notable decline in net profit margin, the significant rise in Diodes’ future P/E multiple suggests heightened market optimism for future growth, resulting in a revised fair value price target of $58.67. What's in the News Diodes Incorporated provided Q3 2025 guidance targeting revenue of approximately $392 million (±3%), representing a 12% year-over-year increase, marking the fourth consecutive quarter of annual growth.Articolo di analisi • Aug 01
Revenues Working Against Diodes Incorporated's (NASDAQ:DIOD) Share Price
You may think that with a price-to-sales (or "P/S") ratio of 1.7x Diodes Incorporated ( NASDAQ:DIOD ) is definitely a...Articolo di analisi • Jun 24
These 4 Measures Indicate That Diodes (NASDAQ:DIOD) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • May 16
Investors Can Find Comfort In Diodes' (NASDAQ:DIOD) Earnings Quality
Diodes Incorporated's ( NASDAQ:DIOD ) recent soft profit numbers didn't appear to worry shareholders, as the stock...Articolo di analisi • Apr 17
Diodes Incorporated's (NASDAQ:DIOD) 27% Dip In Price Shows Sentiment Is Matching Revenues
To the annoyance of some shareholders, Diodes Incorporated ( NASDAQ:DIOD ) shares are down a considerable 27% in the...Articolo di analisi • Apr 16
At US$35.62, Is It Time To Put Diodes Incorporated (NASDAQ:DIOD) On Your Watch List?
Diodes Incorporated ( NASDAQ:DIOD ), is not the largest company out there, but it received a lot of attention from a...Articolo di analisi • Mar 31
Capital Allocation Trends At Diodes (NASDAQ:DIOD) Aren't Ideal
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Articolo di analisi • Feb 28
Diodes Incorporated (NASDAQ:DIOD) Looks Inexpensive But Perhaps Not Attractive Enough
With a price-to-sales (or "P/S") ratio of 1.8x Diodes Incorporated ( NASDAQ:DIOD ) may be sending bullish signals at...Articolo di analisi • Feb 04
Is Diodes (NASDAQ:DIOD) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Jan 03
Is Diodes Incorporated (NASDAQ:DIOD) Potentially Undervalued?
Diodes Incorporated ( NASDAQ:DIOD ), might not be a large cap stock, but it saw a double-digit share price rise of over...Articolo di analisi • Nov 17
Returns On Capital Signal Tricky Times Ahead For Diodes (NASDAQ:DIOD)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$86m |
| Dec 31 2025 | US$4m | US$700k | US$66m |
| Sep 30 2025 | n/a | n/a | US$64m |
| Jun 30 2025 | n/a | n/a | US$64m |
| Mar 31 2025 | n/a | n/a | US$26m |
| Dec 31 2024 | US$4m | US$630k | US$44m |
| Sep 30 2024 | n/a | n/a | US$61m |
| Jun 30 2024 | n/a | n/a | US$96m |
| Mar 31 2024 | n/a | n/a | US$170m |
| Dec 31 2023 | US$3m | US$442k | US$227m |
| Sep 30 2023 | n/a | n/a | US$294m |
| Jun 30 2023 | n/a | n/a | US$332m |
| Mar 31 2023 | n/a | n/a | US$330m |
| Dec 31 2022 | US$2m | US$348k | US$331m |
| Sep 30 2022 | n/a | n/a | US$305m |
| Jun 30 2022 | n/a | n/a | US$287m |
| Mar 31 2022 | n/a | n/a | US$262m |
| Dec 31 2021 | US$3m | US$316k | US$229m |
Compensazione vs Mercato: La retribuzione totale di Gary ($USD 4.33M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.05M ).
Compensazione vs guadagni: La retribuzione di Gary è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Gary Yu (50 yo)
2.3yrs
Mandato
US$4,331,731
Compensazione
Mr. Gary Yu is President & Director at Diodes Incorporated since January 02, 2024 and is its Chief Executive Officer from May 13, 2025. He served as Chief Operating Officer of Diodes Incorporated since Feb...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.3yrs | US$4.33m | 0.24% $ 11.2m | |
| Chief Financial Officer | 7.2yrs | US$1.55m | 0.061% $ 2.8m | |
| Chief Technology Officer | less than a year | US$1.64m | 0.16% $ 7.6m | |
| Senior Vice President of Worldwide Sales & Marketing | 8.4yrs | US$1.54m | 0.095% $ 4.5m | |
| Senior Vice President of Worldwide Products Group | no data | US$1.55m | 0.11% $ 5.3m | |
| Senior Vice President of Worldwide Manufacturing and Quality & President of Asia Pacific Region | 4yrs | US$1.57m | 0.11% $ 5.1m | |
| Chief Legal Officer | 4.3yrs | Nessun dato | Nessun dato | |
| Vice President of Corporate Marketing and Investor Relations | no data | Nessun dato | Nessun dato | |
| President of Europe | 2.3yrs | Nessun dato | Nessun dato | |
| Corporate Secretary & Special Assistant to the CEO | 17yrs | US$337.13k | Nessun dato |
4.2yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di DIOD è considerato esperto (durata media dell'incarico 4.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.3yrs | US$4.33m | 0.24% $ 11.2m | |
| Director | no data | Nessun dato | Nessun dato | |
| Independent Director | 6yrs | US$255.65k | Nessun dato | |
| Independent Chairwoman of the Board | 5.1yrs | US$275.65k | 0.0085% $ 397.7k | |
| Independent Director | 3yrs | US$275.65k | 0.0016% $ 76.4k | |
| Independent Director | 1.3yrs | US$216.08k | Nessun dato |
2.7yrs
Durata media
66yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di DIOD non è considerato esperto (durata media del mandato 2.7 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/14 18:35 |
| Prezzo dell'azione a fine giornata | 2026/05/14 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Diodes Incorporated è coperta da 11 analisti. 2 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Tristan Gerra | Baird |
| Brian Piccioni | BMO Capital Markets Equity Research |
| Shawn Harrison | Longbow Research LLC |